The cost of capital projects in the western world is completely bonkers right now, so I don't think we should just assume that we'll just build more capacity because we all have EVs.
I think at this point its very likely that the transition is going to result in some major power problems across the board, and we're already starting to see that.
Renewables aren't ready in the least bit to produce baseload power, natural & coal are being forced out and everything else is too expensive.
I think everyone needs to start thinking about personal solar + battery going into the future if they want sustainable power.
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